LiveAgent + Keap Integrations

How to connect LiveAgent + Keap

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Supported triggers and actions

What does this mean?

New Customer (Experimental)
Triggers when a new customer is added to system. (uses API v3).
Trigger
Scheduled
New Customer
Triggers when a new customer is added to system.
Trigger
Scheduled
Add Customer to Group
Add customer to group.
Action
Write
Create Conversation
Creates new conversation.
Action
Write
Add New Customer
Adds new contact/customer to system.
Action
Write

Remove Customer From Group
Removes customer from particular group.
Action
Write
Tag Added to Contact
Triggers when a tag is added to a contact the first time.
Trigger
Scheduled

New Contact
Triggers when a new contact is created.
Trigger
Instant

Keap
Triggers when a new credit card charge is made. (Merchant Only).
Instant
Trigger
Keap
Triggers when a new invoice is created.
Instant
Trigger
Keap
Triggers when a New Manual Payment is added. (Cash or Check).
Instant
Trigger
Keap
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Instant
Trigger
Keap
Triggers when a new task is created.
Instant
Trigger
Keap
Triggers when an existing contact is updated.
Instant
Trigger
Keap
Creates a Company
Scheduled
Action
Keap
Creates a new invoice
Scheduled
Action
Keap
Creates a new note on a contact record
Scheduled
Action
Keap
Creates a new task on a contact
Scheduled
Action
Keap
Add a product to an already existing Invoice
Scheduled
Action
Keap
Apply tags to a contact.
Scheduled
Action
Keap
Creates a new contact or updates an existing contact.
Scheduled
Action
Keap
Find a Contact.
Scheduled
Action
Keap
Search for a company by name
Scheduled
Action
Keap
Search for a company by name
Scheduled
Action

How LiveAgent + Keap Integrations Work

Step 1: Authenticate LiveAgent and Keap.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect LiveAgent + Keap

About LiveAgent

LiveAgent is the only customer support app you will ever need. Helpdesk, Ticketing, Automation, Live Chat, Call Center, FAQs, Support Portal, Facebook and Twitter monitoring... Plus, it works well with others like MailChimp, Highrise, AWeber, Google Analytics and 50+ more